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DOCUMENT RETENTION POLICY As adopted at a meeting of Gravenhurst Parish Council on 6th January 2020CONTENTS DOCUMENT CONTROL.........................................................................................................................................

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How to fill out document retention policy

01

Identify the types of documents your organization creates and maintains.

02

Determine the legal retention requirements for each type of document.

03

Establish a document retention schedule detailing how long each type of document should be kept.

04

Designate responsible employees to ensure compliance with the policy.

05

Regularly review and update the document retention policy as needed.

Who needs document retention policy?

01

Any organization, regardless of size or industry, can benefit from having a document retention policy in place.

02

It is especially important for businesses that deal with sensitive or confidential information, such as healthcare providers, financial institutions, and legal firms.

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What is document retention policy?

A document retention policy is a set of guidelines that outlines how long different types of documents should be kept and the procedures for their proper disposal.

Who is required to file document retention policy?

Organizations, businesses, and government entities that manage records are required to file a document retention policy to ensure compliance with legal and regulatory requirements.

How to fill out document retention policy?

To fill out a document retention policy, identify the types of documents your organization holds, establish retention periods for each type, outline the procedures for storage and disposal, and include compliance information.

What is the purpose of document retention policy?

The purpose of a document retention policy is to ensure that documents are kept for an appropriate time frame to meet legal, regulatory, and business needs, as well as to protect sensitive information.

What information must be reported on document retention policy?

The policy should report the types of documents being retained, retention periods, storage methods, procedures for destruction, and regulatory compliance details.

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